Vestmark Advisory Solutions’s Vanguard Financials ETF VFH Stock Holding History

Vestmark Advisory Solutions’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$825K	Sell	6,273 -556	-8%	-$70.9K	0.01%	1014
2026 Q1	$825K	Buy	+6,829	New	+$871K	0.01%	927
2022 Q2	–	Sell	-2,224	Closed	-$208K	–	920
2022 Q1	$208K	Buy	+2,224	New	+$213K	0.01%	836

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vestmark Advisory Solutions's VFH Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Vanguard Financials ETF (VFH) stake by 8.1% in Q2 2026, selling an estimated $70.9K and leaving 6,273 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1014.

Vestmark Advisory Solutions first reported a position in VFH in Q1 2022 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Vestmark Advisory Solutions held 6,273 shares of Vanguard Financials ETF worth $825K as of Q2 2026.
Vestmark Advisory Solutions sold 556 Vanguard Financials ETF shares in Q2 2026, an estimated $70.9K.
Vanguard Financials ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1014 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 3 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.